Charities Aid Foundation
The Transatlantic Tax & Estate Planning Forum - 3rd Annual
The Leading Transatlantic Tax Conference tackling the latest US & UK Tax Trends and Challenges.
17th September 2024 | The Hallam | In-person
Agenda
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Networking and Registration
9.00am
Chair's Opening Remarks
9.30am
Daniel Crouch, Partner
EY
Understanding the Implications of the Non-Dom Changes
9.40am
- What the changes to the rules mean for US / UK persons in practice
- How the rule changes impact clients with different tax profiles
- Do the changes mean the UK is a less desirable jurisdiction in which to be resident
- The impact on inheritance, income and capital gains taxes and future changes
Freddie Bjørn, Partner
Payne Hicks Beach
Siena Gold, Partner
Harbottle & Lewis
John Bull, Partner, Head of US/UK Private Client
Blick Rothenberg
Insights into Tax Controversies and Investigations
10.25am
- What the revenues are focusing on
- Tax compliance and tactics for avoiding controversy
- Compliance via amnesty programs
- Updates on the double tax treaty
Kevin Brown, Partner
Anchin
Brad Westerfield, Partner
Butler Snow
Hannah Kalveks, Senior Counsel
Macfarlanes
Dawn Register, National Head of Tax Dispute Resolution
BDO
Networking and Refreshment Break
11.10am
Navigating US/UK Philanthropy and Gifting Opportunities
11.30am
- Planning opportunities dual-qualified giving enables
- Planning pre and post changes to the Non-Dom regime
- Technicalities and efficiencies of giving and gifting
Joe Crome, Head of Business Development and CAF American Donor Fund
CAF (Charities Aid Foundation)
Matthew Briggs, Wealth Protection Partner
Irwin Mitchell
Swaati Osborne, Head of Wealth Planning
LGT Wealth Management US Ltd
Examining Trust Considerations and Practicalities
12.15pm
- Drafting offshore trust structures with transatlantic beneficiaries
- The use of foreign trusts with US beneficiaries
- Planning and preparation for April 2025
Stanley Barg, Partner
Kozusko Harris Duncan
Chris McLemore , Partner
McLemore Konschnik
Dominic Lawton-Smith, Trust Director
Saffery
Liz Palmer, Partner
Howard Kennedy
Katrina Williams, Client Services Director
Accuro
Networking and Lunch Break
1.05pm
Discussing Updates on Estate Planning
2.00pm
- Cross-border planning updates
- How the rule changes impact US-based clients
- Practicalities for probate and surrounding issues
- Advising clients with multi-jurisdictional estates
Emma Gillies , Partner
Forsters
Matthew Sperry, Partner
Katten
Andrea Solana, Partner, Head of Advanced Planning
MASECO Private Wealth
Addressing Factors Surrounding Immigration and Expatriation
2.45pm
- Tax considerations when planning for transatlantic migration
- Practicalities when families are moving
- What to know when navigating the expatriation process
Jaime McLemore, Partner
Withers Worldwide
Suzanne Reisman, Principal
Law Offices of Suzanne M. Reisman
Jessica Smart, Partner
Stephenson Harwood
Networking and Refreshment Break
3.30pm
Understanding Divorce and Family Matters and their Impact on Transatlantic Tax
3.50pm
- General family law trends
- The impact of surrogacy, adoption and same-sex marriage on estate planning and management
- How pre and post-nuptial agreements work either side of the Atlantic
Alexis Hille, Counsel
Farrer & Co
Jane Keir, Partner
Kingsley Napley
Kristin Schaefer, Head of Relationship Management
London & Capital
Election Fallout & Forecasting - What Can We Expect and How Can We Prepare
4.35pm
- Planning for possible outcomes in the US election
- Ramifications of the UK General Election
- Post-election policies likely to be implemented
Elizabeth Kubanik, European Counsel
Sullivan & Cromwell
Oliver Jones, Global SaT Markets, Sustainability and Geostrategy Leader
EY
Chairperson's Summation & Close of Conference
5.20pm
Daniel Crouch, Partner
EY
Networking & Drinks Reception
5.30pm
9.00am
Networking and Registration
9.30am
9.40am
Understanding the Implications of the Non-Dom Changes
Siena Gold - Partner - Harbottle & Lewis
John Bull - Partner, Head of US/UK Private Client - Blick Rothenberg
- What the changes to the rules mean for US / UK persons in practice
- How the rule changes impact clients with different tax profiles
- Do the changes mean the UK is a less desirable jurisdiction in which to be resident
- The impact on inheritance, income and capital gains taxes and future changes
Siena Gold - Partner - Harbottle & Lewis
John Bull - Partner, Head of US/UK Private Client - Blick Rothenberg
10.25am
Insights into Tax Controversies and Investigations
Brad Westerfield - Partner - Butler Snow
Hannah Kalveks - Senior Counsel - Macfarlanes
Dawn Register - National Head of Tax Dispute Resolution - BDO
- What the revenues are focusing on
- Tax compliance and tactics for avoiding controversy
- Compliance via amnesty programs
- Updates on the double tax treaty
Brad Westerfield - Partner - Butler Snow
Hannah Kalveks - Senior Counsel - Macfarlanes
Dawn Register - National Head of Tax Dispute Resolution - BDO
11.10am
Networking and Refreshment Break
11.30am
Navigating US/UK Philanthropy and Gifting Opportunities
Matthew Briggs - Wealth Protection Partner - Irwin Mitchell
Swaati Osborne - Head of Wealth Planning - LGT Wealth Management US Ltd
- Planning opportunities dual-qualified giving enables
- Planning pre and post changes to the Non-Dom regime
- Technicalities and efficiencies of giving and gifting
Matthew Briggs - Wealth Protection Partner - Irwin Mitchell
Swaati Osborne - Head of Wealth Planning - LGT Wealth Management US Ltd
12.15pm
Examining Trust Considerations and Practicalities
Chris McLemore - Partner - McLemore Konschnik
Dominic Lawton-Smith - Trust Director - Saffery
Liz Palmer - Partner - Howard Kennedy
Katrina Williams - Client Services Director - Accuro
- Drafting offshore trust structures with transatlantic beneficiaries
- The use of foreign trusts with US beneficiaries
- Planning and preparation for April 2025
Chris McLemore - Partner - McLemore Konschnik
Dominic Lawton-Smith - Trust Director - Saffery
Liz Palmer - Partner - Howard Kennedy
Katrina Williams - Client Services Director - Accuro
1.05pm
Networking and Lunch Break
2.00pm
Discussing Updates on Estate Planning
Matthew Sperry - Partner - Katten
Andrea Solana - Partner, Head of Advanced Planning - MASECO Private Wealth
- Cross-border planning updates
- How the rule changes impact US-based clients
- Practicalities for probate and surrounding issues
- Advising clients with multi-jurisdictional estates
Matthew Sperry - Partner - Katten
Andrea Solana - Partner, Head of Advanced Planning - MASECO Private Wealth
2.45pm
Addressing Factors Surrounding Immigration and Expatriation
Suzanne Reisman - Principal - Law Offices of Suzanne M. Reisman
Jessica Smart - Partner - Stephenson Harwood
- Tax considerations when planning for transatlantic migration
- Practicalities when families are moving
- What to know when navigating the expatriation process
Suzanne Reisman - Principal - Law Offices of Suzanne M. Reisman
Jessica Smart - Partner - Stephenson Harwood
3.30pm
Networking and Refreshment Break
3.50pm
Understanding Divorce and Family Matters and their Impact on Transatlantic Tax
Jane Keir - Partner - Kingsley Napley
Kristin Schaefer - Head of Relationship Management - London & Capital
- General family law trends
- The impact of surrogacy, adoption and same-sex marriage on estate planning and management
- How pre and post-nuptial agreements work either side of the Atlantic
Jane Keir - Partner - Kingsley Napley
Kristin Schaefer - Head of Relationship Management - London & Capital
4.35pm
Election Fallout & Forecasting - What Can We Expect and How Can We Prepare
Oliver Jones - Global SaT Markets, Sustainability and Geostrategy Leader - EY
- Planning for possible outcomes in the US election
- Ramifications of the UK General Election
- Post-election policies likely to be implemented
Oliver Jones - Global SaT Markets, Sustainability and Geostrategy Leader - EY
5.20pm
5.30pm
Networking & Drinks Reception
Contact Us
Speakers
For Speakers enquiries please contact Seth on +44 (0) 20 3433 2282 or email seth@thoughtleaders4.com
Partnerships
For Partnerships enquiries please contact James on +44 (0) 20 3398 8546 or email james@thoughtleaders4.com
Booking & General
For Booking & General enquiries please contact Amy on +44 (0) 20 3059 9796 or email info@thoughtleaders4.com
Venue & Logistics
For Venue & Logistics enquiries please contact Chloe on +44 (0) 20 30384513 or email chloe.lomas@thoughtleaders4.com